Agency view / Client operations

Reactivation command center

Jobs Booked
105+18 this week
AI-Assisted Bookings
8271% of booked
Replies Captured
37415.9% reply rate
Human Follow-Up
3Needs attention

Campaigns

2,233 contacts currently represented across launch workflows.

Live

Spring AC Tune-Up Reactivation

Customers with no tune-up in 9+ months and no open estimate

1842Contacts286Replied74Booked
Trigger Active

Open Estimate Follow-Up

Unclosed estimates older than 48 hours

391Contacts88Replied31Booked
Draft

Window Cleaning Winback

Past window cleaning customers with last service 10-18 months ago

0Contacts0Replied0Booked

Human Follow-Up

AI routes pricing, estimates, complaints, and uncertain replies here.

Maya BentonAsked pricing

Can you tell me what the tune-up costs before I pick a time?

Aspire Heating & AirSpring AC Tune-Up Reactivation7mUnassigned
Leon PriceNeeds estimate

The leak got worse. Can someone look again and update the estimate?

Riverbend PlumbingOpen Estimate Follow-Up18mAssigned to Jordan
Andrea WalshBooked

Perfect, Thursday B works. See you then.

Clearview Exterior CleaningWindow Cleaning Winback32mUnassigned
Samir GoelAI uncertain

Maybe. I also had a bad compressor quote from you last year.

Aspire Heating & AirSpring AC Tune-Up Reactivation41mAssigned to Nina

Launch Verticals

Initial accounts and template coverage for the first wedge.

Aspire Heating & Air

HVAC

Dallas, TX - 5 starter campaign families - google booking

Riverbend Plumbing

Plumbing

Nashville, TN - 4 starter campaign families - google booking

Clearview Exterior Cleaning

Exterior Cleaning

Tampa, FL - 4 starter campaign families - manual booking

Template Library

Original seed templates for launch campaigns and review moments.

AC Tune-Up Reactivation

HVAC

Win back past service customers before peak cooling season.

Open Estimate Rehash

Sales Rehash

Follow up on open estimates and route pricing or scope changes to a human.

Five-Star Review Follow-Up

Reviews

Ask recent happy customers for a Google review and optional referral.

Onboarding Signals

MVP-ready integrations plus SMS compliance steps.

CSV importconnectedReady
Zapier lead syncconnectedReady
Google Calendarneeds attentionAction
A2P/10DLC brand registrationneeds attentionAction

Settings Coverage

Core controls reflected in the schema and product shell.

Role permissionsContacts, Campaigns, Messages, Assigned agents
Phone and A2PSending numbers, forwarding, brand, campaign status
Working hoursDaily windows, out-of-hours replies, calendar booking
Tags and service areaSegmentation, blocked tags, ZIP code coverage
IntegrationsCSV, Zapier, Pabbly, webhooks, Google Calendar
AI knowledgeGlobal company knowledge and campaign-specific guidance
ReviewsReview link, star threshold, internal low-rating capture